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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wellspring Capital Advisors LLC
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|---|---|
| CRD # | 132698 |
| SEC # | 801-63569 |
| CIK # | |
| AUM | $4.2 B (2025-03-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 312-346-6822 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 14 | 4.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14 | 4.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 14 | 4.2 |
| Total | 14 | 4.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.2 | |
| Total | 14 | 4.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trust Advisors Inc
✚
|
TX | 6.1 |
|
Advisor Logistics LLC
✚
|
TX | 4.9 |
|
SRB Corporation
✚
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MA | 4.2 |
|
Cinven Inc
✚
|
NY | 3.7 |
|
Intermede Global Partners Inc
✚
|
CA | 3.2 |
|
Northcrest Asset Management LLC
✚
|
MN | 2.9 |
|
Adams Diversified Equity Fund Inc
✚
|
MD | 2.7 |
|
Stratos Investment Management LLC
✚
|
OH | 2.4 |
|
Icon Infrastructure North America Inc
✚
|
NY | 2.4 |
|
AB Broadly Syndicated Loan Manager LLC
✚
|
TN | 1.7 |